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Distance Only Southport, CT
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Maryellen Schwartz (CRD# 6330358) is an Investment Advisor Representative working at 5th Street Advisors, LLC in Southport, CT and has over 10 years of experience in the finance industry.
Robert Somma (CRD# 2130881) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 33 years of experience in the finance industry. Robert Somma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Trond (CRD# 5170312) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 17 years of experience in the finance industry.
Kevin Tucker (CRD# 2810846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 26 years of experience in the finance industry.
Thomas Turiano (CRD# 4290177) is an Investment Advisor Representative working at Southport Station Financial Management, LLC in Southport, CT and has over 22 years of experience in the finance industry. Thomas Turiano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy Tycz (CRD# 4215203) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southport, CT and has over 16 years of experience in the finance industry.
Franz Warren (CRD# 2465372) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southport, CT and has over 29 years of experience in the finance industry.
Colin Wilhelmy (CRD# 6480821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 7 years of experience in the finance industry.
Michael Ashmore (CRD# 7558446) is an Investment Advisor Representative working at Rondeivu Advisory in Southport, CT and has 1 year of experience in the finance industry.
Carolina Manent (CRD# 7397353) is an Investment Advisor Representative working at 5th Street Advisors, LLC in Southport, CT and has over 2 years of experience in the finance industry.